Twin Peaks Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Hold	10,106	–	–	0.06%	162
2025 Q4	$246K	Hold	10,106	–	–	0.07%	159
2025 Q3	$242K	Hold	10,106	–	–	0.08%	150
2025 Q2	$234K	Hold	10,106	–	–	0.08%	143
2025 Q1	$235K	Hold	10,106	–	–	0.11%	123
2024 Q4	$250K	Buy	+10,106	New	+$252K	0.11%	119

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's PWZ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 10,106 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #162.

Twin Peaks Wealth Advisors first reported a position in PWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q4 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Twin Peaks Wealth Advisors held 10,106 shares of Invesco California AMT-Free Municipal Bond ETF worth $241K as of Q1 2026.
Twin Peaks Wealth Advisors left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #162 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Twin Peaks Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $250K in Q4 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.